the chartered institute for securities & investment educational trust
Activities & Mission
The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.
Fundraising
See where The Chartered Institute For Securities & Investment Educational Trust is active and find local fundraising opportunities.
Region
Financial Information
Latest Income
£8,095
Latest Expenditure
£310,036
Financial Efficiency
Overall Efficiency 3830.0%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 3830.0%
Expenditure as % of income
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2022 | £276,806 | £159,368 | 0 / 0 | |||
| 2021 | £257,131 | £213,928 | 0 / 0 | |||
| 2020 | £166,984 | £212,156 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
CISI
20 Fenchurch Street
LONDON
EC3M 3BY
20 Fenchurch Street
LONDON
EC3M 3BY
Website
cisi.orgRegistration Date
6 January 2011
Status
Registered
Registry Information
Organisation Number
5014092
Charity Number
1139712
Trustees
THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT
James Matthew Sullivan
Frank Hoyt Moxon
Michael Coulon
Susan Felicity Wright
Susan Elizabeth Travers
Clair Victoria Mills
CYNTHIA POOLE